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Customer Service Accounts Payable

Location:
Woodland, CA
Posted:
October 31, 2023

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Resume:

Jesusita Charles

**************@*****.***

916-***-****

Objective

Seeking a Sales position within a growth-oriented company where advancement and earnings are based upon performance and achievement. Experience

Insurance Sales Agent

02/2015 to Present Alvarez Insurance Services, Santa Ana, CA

Call potential Clients to set-up Appointments.

Make Face-to-Face Sales Presentations with Clients to Present a Variety of Health Insurance Plans.

Product Knowledge is Constantly Updated.

Must Certify Yearly with Carriers in Order to Sell Their Products.

90-92% Close Ratio.

Co-Owner

08/2007 to 11 /2015 Sierra Shuttle Woodland, CA

Accounts Payable/Receivable.

Marketed from Business to Business our Shuttle Service.

Spoke to Decision-Makers Regarding Networking with our Service.

Utilized Quicken for Tax Preparation.

Dispatched Incoming/Outgoing Calls.

Customer Service.

Senior Market Representative

(05/2008 to 10/2008) Pennsylvania Life Los Angeles, CA

Provided Spanish Translation for Co-Agents.

Sold Comprehensive Portfolio of Senior Products Including:

Medicare Supplemental Insurance/Advantage Plans; Life Insurance and Annuities.

Made Sales Presentations to Potential Clients.

Presented a Variety of Insurance Products to Clients.

Life Agent

02/2007 to 04/2008 Employers 1st Choice Citrus Heights, CA

Provided Spanish Translation for Co-Agents.

Conducted Enrollment Presentations to Groups of Employees/Small Business Owners.

Portfolio of Products Sold Included:

Term Life Insurance; Annuities; Security Builder. Bilingual Human Services Specialist, II

03/1997 to 03/2007 Sacramento County Sacramento, CA

Determined Eligibility to MediCal, CalWORKs and Food Stamps Programs.

Coordinated Classes to Teach Job Search Techniques.

Followed Federal Regulations/Guidelines.

1 of 2 Department Members of a NonCompliance Project. Education

20022007 University of Phoenix Sacramento, CA

■ Bachelor of Science Majoring in Business Management and Minoring in Marketing.

■ Graduated Top 5% of High School Class.



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